BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$634K
3
+$288K
4
COP icon
ConocoPhillips
COP
+$278K
5
LOW icon
Lowe's Companies
LOW
+$259K

Top Sells

1
+$302K
2
+$251K
3
+$207K
4
BA icon
Boeing
BA
+$198K
5
VZ icon
Verizon
VZ
+$196K

Sector Composition

1 Communication Services 16.53%
2 Consumer Staples 14.13%
3 Financials 13.86%
4 Healthcare 11.29%
5 Technology 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$306K 0.07%
9,766
127
$306K 0.07%
8,744
-52
128
$306K 0.07%
257
-10
129
$305K 0.07%
9,275
130
$305K 0.07%
11,823
131
$303K 0.07%
7,020
132
$299K 0.07%
6,180
+400
133
$292K 0.07%
3,478
134
$292K 0.07%
2,702
-2,323
135
$291K 0.07%
5,610
136
$290K 0.07%
2,699
137
$290K 0.07%
5,319
138
$288K 0.07%
6,016
+23
139
$288K 0.07%
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140
$283K 0.07%
3,614
141
$280K 0.07%
2,193
142
$266K 0.06%
17,320
+2,395
143
$265K 0.06%
5,283
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144
$261K 0.06%
9,332
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145
$256K 0.06%
4,200
146
$253K 0.06%
1,586
147
$249K 0.06%
5,082
148
$246K 0.06%
24,279
149
$241K 0.06%
2,883
150
$239K 0.06%
2,688
4 5
6
7 8